Haverford Trust Co.
The Haverford Trust Company, founded in 1979 and headquartered in Radnor, PA, is a privately held trust company and asset manager offering investment management, wealth planning, trust and estate services, and private banking. With more than 45 years of experience, Haverford manages and consults on assets for individual investors, families, nonprofits, and institutions. The firm is regulated by the Federal Reserve Bank of Philadelphia and the Pennsylvania Department of Banking and Securities, employs a values-focused approach, and oversees over $16.2 billion in assets. Haverford's staff is committed to personalized service, financial education, and community engagement. As of 2025, the firm serves clients across 46 US states, DC, and Puerto Rico, with a client retention rate of 97%.
Investment Strategy
Haverford's investment strategy centers on 'Quality Investing,' selecting high-quality, established companies and fixed income securities to generate long-term, risk-controlled growth. The firm emphasizes large-cap, dividend-paying equities and diversifies portfolios across asset classes to enhance returns and reduce risk. For fixed income, Haverford employs a disciplined process of sector allocation and interest rate risk management tailored to client guidelines. Across all strategies, Haverford prioritizes preservation of capital, consistency, and alignment with client values, including ESG and sustainable investing solutions. Their approach is relationship-driven and avoids chasing market fads, aiming for both positive financial and societal outcomes.
Latest 13F Filing Activity
Haverford Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 403 equity positions with a total 13F market value of $11B. The fund increased holdings in Microsoft Corp., Oracle Corp., Waste MGMT Inc. Del among other positions. Haverford Trust Co. reduced exposure to Unitedhealth Group Inc., Apple Inc., Ishares TR among others.
Top Holdings
Equity Positions (403)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 5.75% | $605.4M | 1,217,034 | $55.46 | $497.41 | +$146.1M |
A AAPL | APPLE INC | 4.84% | $509.1M | 2,481,545 | $22.84 | $205.17 | -$40.9M |
J JPM | JPMORGAN CHASE & CO. | 3.98% | $419.4M | 1,446,522 | $71.61 | $289.91 | +$62.4M |
O ORCL | ORACLE CORP | 3.52% | $370.4M | 1,694,056 | $50.85 | $218.63 | +$136.8M |
M MA | MASTERCARD INCORPORATED | 3.29% | $345.9M | 615,533 | $114.77 | $561.94 | +$8.2M |
Industry Allocation
Investment Team (38)
| Name | Role | Location | |
|---|---|---|---|
 | Investment Officer | Blue Bell, PA , United States | |
 | Sr. Investment Officer | Wayne, PA , United States | |
 | Investment Officer | Wayne, PA , United States | |
C Christine Walker | Vice President and Portfolio Manager | Philadelphia, PA , United States | |
C Connor Newlin | Investment Officer | Philadelphia, PA , United States | |
D David Moniz | Vice President and Portfolio Manager | Wayne, PA , United States | |
D Diane DePew | Investment Officer | United States | |
 | Vice President and Portfolio Manager | Wayne, PA , United States | |
 | Portfolio Manager | Wayne, PA , United States | |
 | V.P., Portfolio Manager and Sr. Research Analyst | Wayne, PA , United States |